Contribution Processing: Empowering Plan Providers

Filing Form 5500: Offload your filing worries to us

It is February already and in less than six months, the deadline for filing Form 5500 will come up. If you feel overwhelmed, reach out to us. Congruent is a specialist retirement plan administration services provider.

Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. Before the ink dried they worked diligently to understand our systems and processes. It doesn’t stop there. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. Their steady delivery of customer service, work ethic, and knowledge has placed my organization in position to deliver improved service levels. They are more than a service provider, they are a business partner.